See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,078 | $99,341-24.4% | $84,750-11.4% | $273,961-72.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.94% | 22.93%-16.0pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $6,761 | $4,214+60.5% | $3,574+89.2% | $4,869+38.9% |
| Participant deferral / active EE | $3,523 | $4,269-17.5% | $3,712-5.1% | $5,287-33.4% |
| Admin fee / account holder | $182 | $6,644-97.3% | $5,332-96.6% | $10,132-98.2% |